River Wealth Advisors LLC Energy Sector Spdr Transaction History

River Wealth Advisors LLC

  • $692 Million
  • Q2 2024

A detailed history of River Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, River Wealth Advisors LLC holds 13,366 shares of XLE stock, worth $1.16 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,366
Previous 13,417 0.38%
Holding current value
$1.16 Million
Previous $1.27 Million 3.79%
% of portfolio
0.18%
Previous 0.19%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$88.04 - $98.08 $4,490 - $5,002
-51 Reduced 0.38%
13,366 $1.22 Million
Q1 2024

May 14, 2024
BUY
$79.91 - $94.41 $79 - $94
1 Added 0.01%
13,417 $1.27 Million
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $812 - $919
-10 Reduced 0.07%
13,416 $1.12 Million
Q3 2023

Nov 13, 2023
SELL
$79.09 - $93.36 $7,434 - $8,775
-94 Reduced 0.7%
13,426 $1.21 Million
Q2 2023

Aug 09, 2023
SELL
$76.59 - $87.23 $56,370 - $64,201
-736 Reduced 5.16%
13,520 $1.1 Million
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $230 - $279
3 Added 0.02%
14,256 $1.18 Million
Q4 2022

Feb 10, 2023
BUY
$82.68 - $94.08 $37,206 - $42,336
450 Added 3.26%
14,253 $1.25 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-978 Reduced 6.62%
13,803 $994,000
Q2 2022

Aug 10, 2022
SELL
N/A
-14 Reduced 0.09%
14,781 $1.06 Million
Q1 2022

May 09, 2022
SELL
N/A
-85 Reduced 0.57%
14,795 $1.13 Million
Q4 2021

Feb 11, 2022
BUY
N/A
41 Added 0.28%
14,880 $826,000
Q3 2021

Nov 12, 2021
SELL
N/A
-33 Reduced 0.22%
14,839 $773,000
Q2 2021

Aug 06, 2021
BUY
N/A
45 Added 0.3%
14,872 $801,000
Q1 2021

May 11, 2021
BUY
N/A
351 Added 2.42%
14,827 $727,000
Q4 2020

Feb 16, 2021
BUY
N/A
726 Added 5.28%
14,476 $549,000
Q3 2020

Nov 10, 2020
SELL
N/A
-314 Reduced 2.23%
13,750 $412,000
Q2 2020

Aug 11, 2020
SELL
N/A
-727 Reduced 4.92%
14,064 $532,000
Q1 2020

May 05, 2020
BUY
N/A
14,791 New
14,791 $430,000
Q1 2019

May 07, 2019
SELL
N/A
-2,747 Closed
0 $0
Q4 2018

Jan 25, 2019
BUY
N/A
364 Added 15.27%
2,747 $158,000
Q3 2018

Nov 09, 2018
BUY
N/A
278 Added 13.21%
2,383 $181,000
Q2 2018

Aug 13, 2018
BUY
N/A
2,105 New
2,105 $160,000

Others Institutions Holding XLE

# of Institutions
2,062
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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